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Frequent Visitor

Portfolio migration analysis matrix in Power BI

Hi people)

Need a help in BI.

I am going to do a portfolio migration analysis.

For example, I have got an excel input file with such structure:

Consideration date

Name

Receiving date

Amount

(in origin will be a number)

Stage

March 19

Tome

February 19

A11

Stage 2

March 19

Bob

March 19

A21

Stage 1

March 19

Allen

March 19

A81

Stage 1

March 19

Mike

March 19

A31

Stage 1

April 19

Tome

February 19

A12

Stage 2

April 19

Bob

March 19

A22

Stage 2

April 19

Mike

March 19

A32

Stage 1

April 19

Jim

April 19

A41

Stage 1

April 19

Nike

April 19

A51

Stage 1

May 19

Tome

February 19

A13

Stage 3

May 19

Bob

March 19

A23

Stage 1

May 19

Mike

March 19

A33

Stage 3

May 19

Jim

April 19

A42

Stage 1

May 19

Nike

April 19

A52

Stage 2

May 19

Smith

May 19

A61

Stage 1

 

I need to have such BI matrix (Visual level filter: Receiving date - March 19):

Consideration date

March 19

April 19

May 19

Stage

Amount

from Stage 1

A21 + A81 + A31

A22 + A81 + A32

A33

to Stage 1

A21 + A81 + A31

A32

 

to Stage 2

 

A22

 

to Stage 3

 

 

A33

to Closed

 

A81

 

from Stage 2

 

 

A23

to Stage 1

 

 

A23

to Stage 2

 

 

 

to Stage 3

 

 

 

to Closed

 

 

 

from Stage 3

 

 

 

to Stage 1

 

 

 

to Stage 2

 

 

 

to Stage 3

 

 

 

to Closed

 

 

 

 

How can it be done in BI?)

2 REPLIES 2
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Microsoft
Microsoft

Re: Portfolio migration analysis matrix in Power BI

Hi @MCstudio ,

I could not understand "Visual level filter: Receiving date - March 19", could you please explain more about how your data be added?

And I could not figure out how to create the 'to closed' row?

 

Regards,

Daniel He 

Community Support Team _ Daniel He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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Frequent Visitor

Re: Portfolio migration analysis matrix in Power BI

Hi @v-danhe-msft ,

Capture.PNGAs you see, there are several Receiving dates, and if we don’t use Visual level filter (it may be either Page level filter) all Receiving date months will mixed, which we don’t need. I want to understand, in which Amount bucket is going certain Receiving date month by Consideration date month to Consideration date month.

 

 

 

 

What about Closed, I wrote it for explanation: I wanted to show, that Allen’s A81 Amount, which he received in February 19, didn’t attend in March 19. In place of Closed, row name can be blank.

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